Meritas Wealth Management LLC
California
Registered In
02/18/2009
Incorp. Date
Company Summary
Meritas Wealth Management LLC at 100 Larkspur Landing Cir STE 110, Larkspur, Ca 94939 lists Gregg Clarke and Tiffani Clarke of San Rafael, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Gregg Clarke
Individual Agent
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218 CENTER ST, SAN RAFAEL, CA 94901
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Gregg Clarke
Manager
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218 CENTER ST, SAN RAFAEL, CA 94901
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Tiffani Clarke
Manager
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218 CENTER ST, SAN RAFAEL, CA 94901
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Kenneth Gott
Manager
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6489 DRY CREEK RD APT -B, HEALDSBURG, CA 95448
(View Past Addresses)
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100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
View Map
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Financial Information for Meritas Wealth Management LLC
Form 5500
MERITAS WEALTH MANAGEMENT LLC
100 Larkspur Landing Circle, Suite 110, Larkspur, Ca 94939 (415) 300-4560 EIN:32-0269007 Plan Admin:Tiffani Clarke| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,552,718 / $2,180,516 | 2022 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 14 | $2,552,718 / $2,180,516 |
| 2021 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$1,954,108 / $2,552,718 | 2021 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 14 | $1,954,108 / $2,552,718 |
| 2020 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,559,754 / $1,954,108 | 2020 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,559,754 / $1,954,108 |
| 2019 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,110,721 / $1,559,754 | 2019 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 11 | $1,110,721 / $1,559,754 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MERITAS WEALTH MANAGEMENT, LLC
100larkspur Landing Cir, Larkspur, Ca 94939-1703| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$196,200 Forgiven$198,253 LenderRedwood CU Jobs10 | 04/06/2020 | $196,200 | $198,253 | Redwood CU | 10 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Meritas Wealth Management LLC
Registered in Nevada
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Carson City, NV | View Report | |
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Meritas Wealth Management LLC
Registered in California
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Larkspur, CA Carson City, NV | View Report |
Address Match:100 Larkspur Landing Cir Ste 110 Larkspur, CA
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Redwood Grove Wealth Management LLC
Registered in California
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Larkspur, CA Petaluma, CA (1 more) | View Report | |
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Std Financial Corp.
Registered in California
|
Larkspur, CA | View Report | |
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Mortgage Service America CO.
Registered in California
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Larkspur, CA Santa Rosa, CA | View Report | |
|
Mortgage Service America CO.
Registered in North Carolina
|
Larkspur, CA | View Report | |
|
Fcmc Insurance Agency
Registered in California
|
Larkspur, CA Santa Rosa, CA | View Report | |
|
Mortgage Service America CO.
Registered in Texas
|
Larkspur, CA | View Report |
Address Match:100 Larkspur Landing Cir Larkspur, CA
Person/City Match:Gregg Clarke - San Rafael, CA
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Community Media Center of Marin
Registered in California
|
San Rafael, CA Richmond, CA | View Report | |
|
Hburg LLC
Registered in California
|
San Francisco, CA San Rafael, CA | View Report |
Person/City Match:Tiffani Clarke - San Rafael, CA
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Intermedia Management, Inc.
Registered in California
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San Rafael, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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